SIOUX FALLS, SD
Allocation by class
Portfolio Concentration
Top 3 weight
20.2%
Top 10 weight
42.7%
Voting Authority Distribution
Total shares with voting rights: 5.94M
Full voting authority
5.81M
shares
Joint voting authority
0.00
shares
No voting authority
128.79K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | TOTAL STK MKT | 126.01K | SH | $46.6K 7.54% | 126.01K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | TOTAL BND MRKT | 566.75K | SH | $41.6K 6.73% | 566.75K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | VAN FTSE DEV MKT | 518.01K | SH | $36.9K 5.97% | 518.01K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | VALUE ETF | 148.50K | SH | $32.4K 5.23% | 148.50K | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 89.68K | SH | $26.0K 4.19% | 84.80K | 0.00 | 4.88K |
VANGUARD 500 INDEX FUND ETFSOLE | S&P 500 ETF SHS | 35.46K | SH | $24.4K 3.94% | 35.46K | 0.00 | 0.00 |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | INF TECH ETF | 134.24K | SH | $16.0K 2.59% | 134.24K | 0.00 | 0.00 |
VANGUARD GROWTH INDEX ETFSOLE | GROWTH ETF | 171.74K | SH | $14.8K 2.39% | 170.79K | 0.00 | 948.00 |
VANGUARD HIGH DIVIDEND YIELD ETFSOLE | HIGH DIV YLD | 93.27K | SH | $14.7K 2.38% | 93.27K | 0.00 | 0.00 |
INVESCO S&P 500 DOWNSIDE HEDGED ETFSOLE | S&P500 DOWNSID | 262K | SH | $10.7K 1.73% | 262K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 36.02K | SH | $9.1K 1.48% | 35.08K | 0.00 | 942.00 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETFSOLE | DIV APP ETF | 37.95K | SH | $9.0K 1.45% | 37.95K | 0.00 | 0.00 |
VANGUARD FTSE ALL WORLD EX US ETFSOLE | ALLWRLD EX US | 107.20K | SH | $9.0K 1.45% | 107.20K | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | MID CAP ETF | 110.59K | SH | $8.9K 1.44% | 110.59K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | SMALL CP ETF | 28.82K | SH | $8.7K 1.41% | 28.82K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 23.35K | SH | $8.7K 1.41% | 21.41K | 0.00 | 1.94K |
J.P.MORGAN CHASE & COSOLE | COM | 26.36K | SH | $8.6K 1.39% | 25.08K | 0.00 | 1.28K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | FTSE EMR MKT ETF | 139.83K | SH | $8.3K 1.35% | 139.83K | 0.00 | 0.00 |
UNION PACIFIC CORPSOLE | COM | 29.20K | SH | $7.9K 1.28% | 28.88K | 0.00 | 325.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 15.60K | SH | $7.8K 1.26% | 15.58K | 0.00 | 25.00 |
MASTERCARD INC CL ASOLE | CL A | 14.57K | SH | $7.5K 1.21% | 14.57K | 0.00 | 0.00 |
DUKE ENERGY CORPSOLE | COM NEW | 58.45K | SH | $7.4K 1.20% | 58.15K | 0.00 | 300.00 |
NORTHWESTERN ENERGY GROUPSOLE | COM NEW | 101.72K | SH | $7.3K 1.18% | 101.32K | 0.00 | 400.00 |
VANGUARD INTERNATIONAL HIGH DIVIDEND ETFSOLE | INTL HIGH ETF | 71.14K | SH | $7.0K 1.13% | 71.14K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 71.47K | SH | $6.8K 1.11% | 71.47K | 0.00 | 0.00 |